Mullooly Asset Management, Inc. Portfolio Holdings

Mullooly Asset Management, Inc.

  • $238 Billion
  • Q2 2025

Mullooly Asset Management, Inc. has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $238 Billion distributed in 47 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Usa Momentum Fact with a value of $32.7B, Vanguard Ftse All World Ex Us with a value of $27.8B, Ishares Msci Usa Value Factor with a value of $27.1B, Ishares Core S&P Mid Cap ETF with a value of $24.7B, and Ishares Tr with a value of $21.5B.

Examining the 13F form we can see an increase of $17.9B in the current position value, from $220B to 238B.

Mullooly Asset Management, Inc. is based out at Wall Township, NJ

Below you can find more details about Mullooly Asset Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $238 Billion
ETFs: $227 Billion
Consumer Cyclical: $4.1 Billion
Technology: $1.94 Billion
Financial Services: $1.18 Billion
Communication Services: $1.12 Billion
Basic Materials: $1.08 Billion
Healthcare: $759 Million
Industrials: $499 Million
Other: $293 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 47
  • Current Value $238 Billion
  • Prior Value $220 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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